Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Fidelity Investments Employees
Fidelity Investments February 2014 - Present
Fidelity Investments March 2011 - February 2014
Merrill Lynch April 2007 - March 2011
US Army July 2004 - July 2005
US Army May 2003 - May 2004
US Army April 2002 - April 2003
IDX Systems Corpration (now part of GE Healthcare) June 1998 - March 2003
US Army October 1991 - September 1995
Skills
Fixed Income, Leadership, Process Improvement, SaaS, Security Clearance, Retirement Planning, Military, New Business Development, Marketing Strategy, Business Analysis, Vendor Management, Requirements Analysis, Series 7, Series 63, Series 65, Operations Management, Military Logistics, Military Operations, Technology Integration, Data Integration
Education
Suffolk University 2006 — 2010
Master of Business Administration (M.B.A.), Finance
Rochester Institute of Technology 1997 — 2000
Bachelor's Degree, Computer Science, BioMedical Technologies
Huang Giraldo LLC June 2015 - Present
YumYum Enterprises October 2014 - Present
Ecco Beauty Hair Salon, Inc. January 2012 - Present
Fidelity Investments May 2014 - August 2014
The Franklin Restaurant Group August 2011 - May 2014
Suffolk University January 2014 - April 2014
Piperi Mediterranean Grill August 2013 - December 2013
Suffolk University January 2011 - December 2013
Fidelity Investments May 2013 - August 2013
Election Department of the City of Boston November 2012 - November 2012
Skills
Leadership, Public Speaking, Entrepreneurship, Management, Customer Service, Market Research, Social Media, Microsoft Excel, Data Analysis, Community Outreach, Time Management, Social Networking, Sales, PowerPoint, Microsoft Word, Project Management, Access, Facebook, Public Relations, Data Entry, Event Management, Fundraising, Service Blueprinting, SQL, Microstrategy, Visual Basic, Microsoft Visio
Education
Suffolk University 2010 — 2014
B.S.B.A., Entrepreneurship/Entrepreneurial Studies and Information Systems, 3.5
Randolph High School 2006 — 2010
High School Diploma, Curriculum, 3.5
Fidelity Investments June 2015 - Present
Boston Neuro Behavioral Associates May 2014 - August 2014
Boston Healthcare May 2013 - August 2013
Skills
Microsoft Office, Billing Systems, Microsoft Excel, Fundraising, SQL, Invoicing, Medical Billing, Data Analytics
Education
Suffolk University 2011 — 2015
Bachelor of Science in Business Administration, Information Systems and Operational Management, Graduate
Westwood High School 2007 — 2011
Fidelity Investments 2011 - Present
Rockland Police Department December 2011 - Present
Huntington Wine & Spirits / K & R Concessions 1991 - 2012
AlliedBarton Security Services 2009 - 2011
Plymouth County Sheriff's Department 2007 - 2011
AlliedBarton Security Services 2008 - 2009
Beth Israel Deaconess Medical Center 2005 - 2007
Curry College 2004 - 2005
Skills
Physical Security, Risk Management, Investigations, Corporate Security, Risk Assessment, Law Enforcement, Emergency Management, Executive Protection, Security Management, Workplace Violence, Surveillance, Investigation, Security Operations, Protection, Firearms, Security Training, Personal Protection, Access Control, First Aid, Police, CCTV, Criminal Justice, Loss Prevention, Security, Internal Investigations, Public Safety, Policy, Asset Protection, Supervisory Skills, Personal Security, Security Audits, Vulnerability Assessment, Life Safety, First Responder, CPR Instructor, EMT, Enforcement, Private Investigations, Background Checks, Fraud, Interrogation, Patrol, Crisis Management, Security Awareness
Education
Curry College 2005 — 2009
M.A., Criminal Justice
Commonwealth of Massachusetts - Municipal Police Training Committee 2004 — 2005
Suffolk University 1994 — 1998
B.S., Criminology & Law
BC High
BC High
athenahealth May 2015 - Present
Fidelity Investments February 2014 - Present
HID Global February 2013 - December 2013
Cengage Learning November 2006 - April 2013
IBM Global Services 2000 - 2003
GENUiTY October 1999 - October 2000
Cabletron Systems, Inc. September 1998 - October 1999
Skills
Project Management, Adobe Creative Suite, Microsoft Office, Product Management, Process Improvement, AutoCAD, SDLC, Vendor Management, Project Planning, MS Project, Software Project..., Team Leadership, Microsoft Excel, Cross-functional Team..., Team Building, PowerPoint, Contract Negotiation, Requirements Analysis, Microsoft Word, Software Documentation, Visio, Software Development, User Experience, User Acceptance Testing, User-centered Design, User Scenarios, User Stories, Program Management, Confluence, JIRA, Cost Management, Interior Design, User Interface Design, Agile Methodologies, Academic Publishing, Management, Quality Assurance, Strategy, Product Development, Training, Analysis, Testing, Microsoft Project
Education
Suffolk University 2004 — 2011
Master of Art, Interior Design
University of New Hampshire 1992 — 1998
Bachelor of Art, Communication
Deloitte January 2005 - Present
Center For Women and Enterprise 2009 - 2013
Deloitte January 1999 - January 2005
TRANS NATIONAL COMMUNICATIONS January 1994 - January 1999
STREAMLINE.com January 1993 - January 1994
Fidelity Investments January 1987 - January 1993
Skills
Strategic Planning, Marketing Management, Eminence Development, Business Strategy, Marketing Strategy, Marketing Communications, Social Media Marketing, Market Research, Business Planning, Integrated Marketing, CRM, Strategy, Start-ups, Marketing, Internal Communications, Brand Management, Leadership, Sales
Education
Suffolk University
B.S.B.A, Marketing
Robert Half Financial Services April 2015 - Present
Emerald Asset Advisors, LLC December 2004 - December 2012
Fidelity Investments June 1998 - November 2003
Leerink Partners LLC February 1995 - August 1998
Fechtor Detwiler 1992 - 1995
Skills
Investments, Investment Strategies, Asset Allocation, Wealth, Hedging, Alternative Investments, Mutual Funds, Wealth Management, Portfolio Management, Family Office, Alternative Investment..., Absolute Return, Strategic Financial..., Retirement Planning, Hedge Funds, Financial Planners, Financial Advisory, Investment Advisory, Investment Management, ETFs, Equities, Series 63, Financial Planning, Asset Management, Financial Services, Capital Markets, Trading, Banking, Fixed Income, Strategy, Financial Analysis, Finance
Education
Suffolk University
International Finance
IGT January 2015 - Present
Dassault Systemes December 2013 - December 2014
Beth Israel Deaconess Medical Center October 2013 - December 2013
Euro-Pro February 2013 - June 2013
Fidelity Investments April 2012 - November 2012
State Street April 2009 - March 2012
State Street April 2005 - March 2009
OneBeacon Insurance November 2004 - March 2005
GTECH April 2001 - October 2004
Partners HealthCare 1996 - 2001
Skills
Microsoft Office, SAP HR, PeopleSoft, Various Labor Market..., Deferred Compensation, HRIS, Employee Relations, Talent Management, Human Resources, Succession Planning, Employee Benefits, Change Management, Employee Engagement, HR Policies, Personnel Management, Equities, Onboarding, Incentive Programs, Compensation Structures, Performance Management, Global Compensation, Salary, Compensation & Benefit, Strategy, Leadership
Education
Suffolk University 1985 — 1988
Bachelor of Science (B.S.), Business Administration and Management, General
Ursuline Academy
Fidelity Investments May 2015 - September 2015
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Research, Customer Service, Time Management, Leadership, Public Speaking, Microsoft Office
Education
Suffolk University 2013 — 2017
Finance, General
Agawam High School 2010 — 2013
Financial Industry Regulatory Authority May 2013 - Present
Fidelity Investments May 2012 - January 2013
Ameriprise Financial Services, Inc. March 2010 - March 2012
Skills
Excel, PowerPoint, Customer Relations, Customer Service, Teamwork, Financial Reporting, Database Analysis, Research, Portfolio Management, Mac/PC proficient, Open Minded, Employee Loyalty, Compliance, Compliance Testing, Microsoft Excel, GRC
Education
Suffolk University 2009 — 2013
Finance
Weymouth High School 2005 — 2009
New England Revolution February 2015 - Present
New England Revolution January 2010 - Present
Kraft Sports Group May 2006 - December 2009
Robsham & Associates December 1999 - May 2006
Fidelity Investments 1998 - 1999
Nova Marketing 1997 - 1997
Skills
Web Design, Photography, HTML, Video Editing, Photoshop, Graphic Design, CSS, Illustrator, InDesign, Dreamweaver, JavaScript, Adobe Creative Suite, Wordpress, Windows, Retouching, Advertising, Microsoft Office, Digital Photography, Video Production, Portraits, Email Marketing, Facebook, WordPress, Social Networking, Final Cut Pro, Social Media, Editing, User Experience, Video, Content Strategy, Web Content, YouTube, Marketing, Blogging, Social Media Marketing, Mac
Education
Suffolk University 1997 — 1999
Communications, Advertising
University of Massachusetts Boston 1994 — 1996
Fidelity Investments August 2012 - Present
Fidelity Investments September 2011 - August 2012
OneBeacon Insurance August 2010 - August 2011
Standard & Poor's Financial Communications September 2008 - August 2010
Arbella Insurance Group May 2004 - July 2008
Archer Graphics Design Group 2000 - 2006
New England School of Art and Design January 2002 - May 2002
Teplow Cucurullo Communications 2001 - 2002
Skills
Interaction Design, Illustration, User Interface Design, Web Design, Information Architecture, Graphic Design, Usability, Information Design, Typography, User Experience, Logo Design, Layout, Creative Direction, User-centered Design, Usability Testing, Graphics, Corporate Identity, User Interface, Pre-press, Digital Illustration, User Experience Design, Experience Design, Wireframes, Mobile Design, Art Direction, Concept Development, Wire Framing, Branding, Data Visualization, Visual Design
Education
Suffolk University 1999 — 2003
BFA, Graphic Design
Global Partners LP February 2014 - Present
KPMG US October 2012 - February 2014
Suffolk University September 2011 - April 2012
Walter & Shuffain, P.C. May 2011 - September 2011
Fidelity Investments October 2010 - May 2011
Hampshire House Corporation April 2010 - October 2010
Skills
Accounting, Microsoft Office, Research, Mas 90, Auditing, General Ledger, US GAAP, Account Reconciliation, Mac OS, Finance, Quickbooks, Adobe Acrobat, LexisNexis, ProSystem Fx Tax, eAudit, Big 4, Financial Audits, Fund Accounting, External Audit, Accounts Receivable, Income Tax, Corporate Tax, Sarbanes-Oxley Act, Financial Statements, Financial Accounting, Bank Reconciliation, Financial Reporting, Journal Entries, Microsoft Excel, RightAngle, SharePoint, ASC 815
Education
Suffolk University - Sawyer School of Management 2011 — 2012
MSA, Accounting, 3.64
Suffolk University 2007 — 2011
BSBA, Accounting, 3.67
Cambridge Health Alliance September 2012 - Present
WELLINGTON MANAGEMENT, LLP April 2011 - September 2012
Zurich Scudder Investments April 1997 - June 2002
Zurich Scudder Investments January 1997 - January 2002
Fidelity Investments January 1995 - March 1997
Fidelity Investments January 1995 - January 1997
Skills
COBRA Administration, FMLA, Term Life Insurance, Employee Benefits, Human Resources, Payroll, Retirement, Employee Relations, Personnel Management, PeopleSoft
Education
BENTLEY COLLEGE 1999 — 2000
Human, Resources Management
Suffolk University 1991 — 1996
Bachelor of Science, Human Resources concentration
SUFFOLK UNIVERSITY, Boston 1989 — 1995
BS, Business Education, Human Resource concentration
Wells Fargo February 2015 - Present
Axis Technology Software & Axis Technology Consulting September 2011 - November 2014
Axis Technology, LLC November 2010 - September 2011
Axis Technology, LLC October 2008 - January 2009
Fidelity Investments February 2003 - March 2008
Fidelity Investments July 2002 - February 2003
Fidelity Investments July 2001 - July 2002
Fidelity Investments November 1998 - July 2001
Office Specialists March 1998 - November 1998
Marcom Technology 1996 - 1998
Skills
SDLC, Business Analysis, Process Improvement, Vendor Management, Agile Methodologies, Requirements Gathering, Software Project..., Program Management, Financial Services, Requirements Analysis, Key Client Relationships, Project Coordination, Project Management, Management Consulting, CRM, Project Portfolio..., Integration, Cross-functional Team..., Management, Enterprise Software, Analysis, Leadership, Software Documentation, Risk Management, Governance, Business Development, PMO, SharePoint, Business Intelligence, Business Process..., Team Building, IT Strategy, PMP, Access, Business Process
Education
Suffolk University
Clinical Psychology
Madewell September 2014 - Present
WHDH-TV June 2014 - August 2014
Her Campus Media September 2012 - May 2014
95.9 WATD FM October 2012 - May 2013
Fidelity Investments May 2011 - August 2012
Skills
Radio, Television, Broadcast Journalism, Social Media, Film, Social Networking, Leadership, Public Relations, Facebook, Event Planning
Education
Suffolk University 2011 — 2014
Bachelor of Science Journalism, Communications
University of Massachusetts, Amherst 2010 — 2014
Communication and Media Studies
University of Massachusetts, Amherst 2010 — 2011
Bachelor of Arts (B.A.), Communications
Fidelity Investments January 2015 - Present
Town & Country Landscaping Services March 2011 - March 2015
Sprague Operating Resources LLC January 2014 - May 2014
University of New Hampshire August 2013 - May 2014
Arthur J. Gallagher & Co. June 2013 - August 2013
Skills
HTML, JIRA, Team Leadership, Microsoft Excel, Information Technology, Web Services, Entrepreneurship, Microsoft Word, Databases, Communication, Web Applications, PHP, MySQL, Troubleshooting, Communication Skills, Organization, Web Content Management, Google Analytics, Google Adwords, A/B Testing, Tableau, MS Excel Pivot Tables, Drupal, Customer Service, Adobe Creative Suite, Photoshop, InDesign
Education
University of New Hampshire 2011 — 2014
Bachelor's Degree, Business Administration, Management Information Systems
Suffolk University 2010 — 2011
Bachelor's Degree, Business Administration and Management, General, GPA: 3.7
Salem High School
Fidelity Investments May 1996 - March 2005
Skills
•Strong analytical..., SDLC, Customer Service, Project Management, Quality Assurance, Manual Testing, User Acceptance Testing, Regression Testing, Test Planning, Information Technology, Creative Problem Solving, Team Leadership
Education
Suffolk University 1982 — 1986
Bachelor of Applied Science (B.A.Sc.), Computer and Information Sciences and Support Services
Collaborative Consulting November 2011 - Present
Kronos July 2010 - November 2011
Fidelity Investments August 2009 - July 2010
Fidelity Investments 2007 - 2008
Fidelity Investments 2004 - 2007
Fidelity Investments 1998 - 2004
Fidelity Investments 1993 - 1998
TASC 1991 - 1993
Somerville Lumber 1986 - 1991
Bank of New England 1989 - 1990
Skills
Project, Program Management, Project Delivery, Vendor Management, People Management, Change Management, Release Management, Cross-functional Team..., PMP, Management, IT Strategy, SDLC, Coaching, Enterprise Architecture, PMO, Project Management, Requirements Analysis, Leadership, Requirements Gathering, Agile Methodologies, Project Portfolio..., Outsourcing, Quality Assurance, Analysis, Software Development, Enterprise Software, Testing, Project Planning, Resource Management, Software Project..., Business Analysis, Business Process, Business Process...
Education
Suffolk University - Sawyer Business School 1991 — 1996
MBA
Suffolk University 1987 — 1991
BSBA, Accounting
St Clements High School 1983 — 1987
Fidelity Investments September 1996 - Present
SWIFT 1989 - 1991
Skills
Trading Systems, Securities, Fixed Income, Market Data, Capital Markets, Financial Services, Reference Data, Equities
Education
Suffolk University 1993 — 1995
Master of Science in Finance, Finance
TIAA-CREF May 2012 - September 2015
BridgePoint Group, LLC October 2011 - May 2012
Fidelity Investments June 1994 - July 2007
Skills
401k, ERISA, Retirement, Financial Services, Leadership, Defined Benefit, Mutual Funds, Product Management, Strategy, Business Development, Business Integration, Business Process..., Staff Development, Management, Selling, Budgets
Education
Suffolk University 1974 — 1977
BS, English, minor in Computer Science
Colantoni, Collins, Marren, Phillips & Tulk, LLP August 2013 - Present
Wai & Connor, LLP June 2011 - August 2013
CitizenGlobal January 2011 - May 2011
Millipore June 2007 - August 2010
Fidelity Investments January 2008 - April 2009
Avid Technology December 2006 - December 2006
Skills
Phone Etiquette, Timeslips, Microsoft Word, Legal Writing, PowerPoint, Word, Excel, Writing, Outlook, PerfectLaw, Oracle, Lotus Notes, EDEX, Photoshop, Subpoenaing Records, Document Drafting, Copy Editing, Export Documentation, FedEx Powership, Legal Assistance, Microsoft Excel, Documentations
Education
Suffolk University 2006 — 2010
Bachelor of Science (B.S.), Criminology and Law, Paralegal Studies, 3.7
Raytheon June 2015 - August 2015
Abercrombie & Fitch September 2012 - June 2015
Fidelity Investments June 2012 - September 2012
Skills
Microsoft Office, Customer Service, Leadership, Project Management, Sales, Public Speaking, Social Media, Marketing
Education
University of New Hampshire 2015 — 2017
Bachelor’s Degree, Finance, General
Suffolk University 2013 — 2015
Fidelity Investments June 2014 - Present
Muslim Interscholastic Tournament January 2011 - March 2015
Fidelity Investments July 2013 - May 2014
Metro Insurance June 2012 - September 2012
GOGO Mobile September 2009 - December 2011
ABCD June 2009 - September 2010
Al-Noor Academy January 2007 - December 2009
Skills
Business Analysis, Systems Analysis, Requirements Analysis, Agile Methodologies, Requirements Gathering, Data Modeling, Management, Leadership, Microsoft Office, Microsoft Excel, PowerPoint, Project Planning, Public Speaking, Microsoft Word, Data Analysis, Databases, Research, Training, Nonprofits, Analysis, SQL, Team Leadership, CRM, Java, Marketing, Visual Basic, Matlab, Bilingual, Fundraising, HTML, Access, Budgets, C++ Language, Visio
Education
Suffolk University 2010 — 2014
Information Systems and Operational Management, Information Technology Project Management
Al-Noor Academy 2006 — 2010
Highschool Diploma
McGladrey September 2015 - Present
McGladrey July 2014 - September 2015
The Hanover Insurance Group June 2008 - June 2014
Chaucer Syndicates Ltd February 2013 - April 2013
SD Consulting January 2000 - June 2008
J.K. Olivieri Insurance October 2001 - May 2007
Fidelity Investments April 2006 - September 2006
Harvard Medical School: Judge Baker Children's Center September 2005 - April 2006
Massachusetts House of Representatives September 2004 - January 2005
Skills
Office 365, IT Strategy, Windows 7, Mobile Devices, Active Directory, Integration, Servers, Windows Server, Virtualization, Infrastructure, Workstations, Networking, Software Documentation, Enterprise Software, Insurance, Technical Support, Enterprise Architecture, Project Management, SDLC, Strategy, Cisco Technologies, Customer Service, SharePoint, ITIL v3 Foundations..., Vendor Management, Requirements Gathering, Procurement, Business Analysis, Enterprise Mobility, Desktop Computers, Change Management, Desktop, Groupwise, Infrastructure Planning, IT Infrastructure Design
Education
Suffolk University
BSBA, Information Systems & Operations Management
Performance Development Group June 2015 - Present
Kristie DeLoreto, Learning Solutions, Design and Development March 2005 - Present
The Allergy and Asthma Awareness Initiative of Peabody, Inc. September 2013 - Present
Higgins Building Committee March 2012 - Present
CoreAxis Consulting March 2015 - Present
The eLearning Company March 2012 - Present
Greater Boston Code Consultants March 2011 - September 2014
North Shore Community College June 2006 - July 2014
Greater Boston Code Consultants 2012 - 2012
Fidelity Investments 1999 - 2003
Skills
Word, PowerPoint, Microsoft Office, Customer Service, Excel, Microsoft Excel, Microsoft Word, Instructional Design, Organizational..., E-Learning, Program Management, Training, Instructor-led Training, Distance Learning, Adult Education, Curriculum Design, Management, Higher Education, Public Speaking, Leadership
Education
Suffolk University 2001 — 2004
M. Ed., Adult Education/ Organizational Learning
Suffolk University - Sawyer Business School 1995 — 1999
BSBA, Accounting
Everett High School 1991 — 1995
High school diploma, Business
Fidelity Investments May 2015 - Present
W.B. Mason Company Inc. November 2014 - May 2015
Burton Snowboards August 2014 - November 2014
J.Crew June 2011 - August 2014
Lehigh University August 2011 - May 2014
Vermont Democratic Party May 2013 - August 2013
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Public Speaking, Social Networking, Fashion, Portrait Photography, Film Photography, Acting, Facebook, Social Media Marketing, Sales, Social Media, Blogging, Creative Writing, Adobe Creative Suite, PowerPoint, Editing, Photoshop, Time Management, Public Relations, Apparel, InDesign, OS X, Teamwork, Retail, Research, WordPress, Customer Service, Community Outreach, Merchandising, Final Cut Pro, Inventory Management, Data Entry, Digital Photography
Education
Lehigh University 2011 — 2014
Bachelor of Science (B.S.), Psychology, Junior
Suffolk University 2010 — 2011
Government
Champlain Valley Union High School 2006 — 2010
HS Diploma
Fidelity Investments August 2015 - Present
The Wartosky Group, LLC June 2013 - July 2015
Juniper Networks May 2010 - June 2013
Education
Suffolk University 2012 — 2015
BSBA, Finance
Staples December 2012 - Present
Staples May 2010 - November 2012
Staples March 2007 - May 2010
Fidelity Investments May 2006 - March 2007
Verizon Wireless June 2005 - May 2006
Verizon Wireless June 2004 - May 2005
Verizon June 2003 - June 2004
Staples July 2000 - June 2003
Staples June 1999 - July 2000
Skills
Product Management, Project Management, Merchandising, Interpersonal..., Cross-functional Team..., Management, Financial Analysis, Communication, Financial Planning, Coaching & Mentoring, Strategic Planning, Strategic Partnerships, Presentation Skills, Presentation Development, Group Presentations, Operations Management, Process Efficiency, Business Process Mapping
Education
Suffolk University 1992 — 1999
Bachelor of Science in Business Administration, Accounting
The Hub Discount, Inc. October 2014 - Present
Market Basket Grocery Chain November 2013 - May 2014
State Street Bank & Trust Company June 2011 - June 2012
Pioneer Investments August 2010 - December 2010
Fidelity Investments 1994 - 2008
Boston Coach 1992 - 1996
TransWorld Airlines 1990 - 1995
Neiman Marcus 1986 - 1988
Skills
Fixed Income, Visio, SharePoint, Investments, Access, Mutual Funds, Portfolio Management, Process Improvement, Financial Services, Customer Service, Equities, Business Analysis, Financial Analysis, Securities, Research, Sales
Education
New Horizons Boston 2008 — 2010
Computer Science Courses
Suffolk University
BSBA, Business
Cabot and Company Real Estate 2012 - Present
Cabot and Company 2011 - 2014
Cabot and Company 2011 - 2014
Fidelity Investments 1991 - 1996
Dean Witter Reynolds 1985 - 1990
Skills
Investment Properties, Contract Negotiation, Sales, First Time Home Buyers, Short Sales, Real Estate, Selling, Sellers
Education
Suffolk University 1981 — 1984
BS Finance, Finance
Pogson & Matt Wealth Management Group June 2008 - Present
Fidelity Investments August 1999 - June 2008
Putnam Investments August 1994 - July 1999
Skills
Retirement Planning
Education
Suffolk University 1996 — 1999
Finance
Brown Brothers Harriman March 2015 - Present
Harvard Clinical Research Institute December 2009 - March 2015
Fidelity Investments August 2009 - December 2009
Robert Half Legal January 2009 - July 2009
Newman & Newman, P.C. May 2007 - May 2008
Beth Israel Deaconess Medical Center January 2007 - May 2007
Chapdelaine Law Office May 2006 - December 2006
Skills
Intellectual Property, Clinical Trials, Regulatory Affairs, Clinical Research, Legal Research, Pharmaceutical Industry, Negotiation, Biotechnology, Litigation, Health Law, FDA, Legal Writing, Medical Devices, Family Law, CRO, Clinical Development, Employment Law, Courts, Informed Consent, 21 CFR Part 11, HIPAA, Vendor Contracts, Government Contracting, Contract Law, Breach Of Contract, Anti-Kickback Statute, Technology, Team Leadership, Management, Dispute Resolution, Contract Negotiation, Financial Technology, Data Privacy, Safe Harbor, Employment Law..., Research
Education
Suffolk University Law School 2005 — 2008
J.D., Law
Suffolk University 2003 — 2005
B.S., Government, Sociology
University of Rhode Island 2001 — 2002
Political Science, Business
Fidelity Investments August 2014 - Present
PerkinElmer June 2012 - July 2014
ConnectEDU October 2011 - June 2012
Forrester Research October 2010 - October 2011
Forrester Research September 2009 - October 2011
Suffolk University August 2008 - September 2009
Massachusetts House of Representatives June 2009 - August 2009
Skills
User Experience, Usability Testing, Qualitative Research, User Interface Design, User Interface, User Acceptance Testing, Market Research, SPSS, Quantitative Analysis, Survey Design, User-centered Design, Educational Technology, Business Strategy, Requirements Analysis, Axure, SnagIt, Photoshop, Illustrator, Card Sorting, Task Analysis, Heuristic Evaluation, Heuristic Analysis, Heuristics, Voice of the Customer, Voice of the Customer..., Customer Satisfaction..., iPerceptions
Education
Suffolk University 2008 — 2009
Masters of Science, Crime and Justice Studies
University of New Hampshire 2004 — 2008
BA, Sociology, Justice Studies
Mercer August 2010 - April 2015
Fidelity Investments November 2006 - February 2009
Fidelity Investments March 2002 - November 2006
Performance Resource Group (PRG) September 1996 - August 2001
Digital Equipment Corporation 1994 - 1996
Digital Equipment Corp 1990 - 1994
Digital Equipment Corporation 1989 - 1990
Education
Suffolk University
Journalism
Fidelity Investments May 2014 - Present
John Hancock Financial Services December 2010 - April 2014
MFS Investment Management December 2005 - December 2010
MFS Investment Management December 2004 - December 2005
MFS Investment Management September 2001 - December 2004
MFS Investment Management November 1996 - September 2001
MFS Investment Management January 1992 - November 1996
Skills
Investments, Retirement Planning, Marketing, Sales, Employee Benefits, Mutual Funds, Series 63, Series 7, Portfolio Management, Retirement, Leadership, Training, Relationship Management, Pensions, 401k, Financial Services
Education
Concordia College
Suffolk University
BA
The Providence Journal September 2014 - June 2015
The Providence Journal February 2011 - August 2014
The Providence Journal July 2009 - January 2011
The Providence Journal April 2007 - June 2009
The Providence Journal October 2005 - March 2007
Boston Globe Media July 2000 - September 2005
Fidelity Investments June 1997 - June 2000
Fidelity Investments January 1996 - May 1997
Skills
Advertising Sales, Online Advertising, New Media, Digital Media, Digital Marketing, Email Marketing, Digital Strategy, Social Media Marketing, Advertising, Project Management, Marketing Strategy, Marketing
Education
Suffolk University
Bachelor's Degree, Marketing
Fidelity Investments February 1988 - Present
Education
University of Phoenix 2004 — 2009
Suffolk University 1990 — 1993
IT- Computer Info Systems
State Street July 2013 - Present
Federal Reserve Bank of Boston August 2010 - November 2011
State Street Bank June 2000 - January 2009
Fidelity Investments January 1999 - June 2000
Fidelity Investments January 1999 - June 2000
Fidelity Management Research Company February 1994 - June 1999
Fidelity Services Company June 1996 - January 1999
Fidelity Investments February 1993 - February 1994
Skills
Software Development, SDLC, Program Management, Software Documentation, Vendor Management, Analysis, Databases, Management, Project Planning, Access
Education
Westfield State University 1975 — 1979
Bachelor of Science degree, Criminal Justice and Psychology
Agile Training
Suffolk University
Fidelity Investments October 2010 - Present
Fidelity Investments 2007 - September 2010
Education
Suffolk University 2003 — 2007
Masters, Business Administration
University of Limerick 1990 — 1994
Bachelors, Economics
Fidelity Investments November 1990 - Present
Interaction Associates 1989 - 1990
Bank of New England 1984 - 1989
Boston Area Organizations 1978 - 1984
Skills
Human Resources, HR Consulting, Organizational..., Cross Functional..., Change Management, Group Dynamics, Executive Facilitation, Mentoring, Coaching, Talent Management, Employee Engagement, Leadership Development, Performance Management, Strategy, Organizational..., Employee Relations, Succession Planning, Executive Coaching, Onboarding, Workforce Planning, Staff Development, Employee Benefits, Talent Acquisition, Career Development, HRIS, Culture Change, Workshop Facilitation, Personnel Management, Management Development, 360 Feedback
Education
Suffolk University
Fidelity Investments July 2008 - Present
Fidelity Investments April 2007 - May 2008
Boston Scientific August 2006 - March 2007
Harvard Business School April 2004 - August 2006
Harvard Business School October 2001 - April 2006
Education
Suffolk University 1994 — 1998
State Street Corporation April 2008 - Present
Fidelity Investments 2007 - 2008
Fidelity Investments 2004 - 2007
Fidelity Investments 2001 - 2004
Skills
Requirements Analysis
Education
Suffolk University 2002 — 2004
Master of Science, Adult and Organizational Learning
Fidelity Investments November 2005 - Present
Skills
SDLC, Vendor Management, Business Analysis, Visio, Software Project..., Requirements Analysis, Requirements Gathering, Financial Services, PMP, Business Requirements, Project Portfolio..., PMO, Program Management, Agile Methodologies, User Acceptance Testing, Process Improvement, Systems Analysis, Testing, Quality Assurance, Cross-functional Team...
Education
Suffolk University 1986 — 1991
Bachelor of Applied Science (B.A.Sc.)
Localsearch Massachusetts January 2008 - Present
Putnam Investments September 2001 - May 2003
Fidelity Investments September 1993 - March 1999
Hewlett Packard 1979 - 1993
Education
Suffolk University 2005 — 2007
Accounting, Accounting
Fidelity Investments July 2012 - Present
Fidelity Investments August 2004 - June 2012
Boston College January 2000 - June 2012
Allen & Gerritsen, Inc. August 1996 - August 2004
Hill Holliday October 1991 - August 1996
Ingalls & Associates 1986 - 1989
Skills
Integrated Marketing
Education
Suffolk University 1981 — 1986
Bachelor of Science (BS), Marketing
Christopher Columbus Catholic High School 1977 — 1981
South Shore Hospital April 2012 - Present
Fidelity Investments June 1998 - June 2008
Fidelity Investments - Pricing and Cash Management Services 1998 - 2008
Skills
SharePoint, ITIL, Software Documentation, Software Development, Change Management, Management, Enterprise Software, Analysis, SDLC, Vendor Management, Business Analysis, Agile Methodologies, Servers, Project Management, Release Management, Financial Services, Requirements Analysis, Software Project..., IT Strategy, Integration
Education
Suffolk University 1996 — 1998
BA, Clinical Psychology
University of Massachusetts, Amherst 1994 — 1996
liberal arts
The Breathing Room August 2015 - Present
Room to Grow National, Inc December 2011 - August 2012
Room to Grow December 2011 - June 2012
Fidelity Investments May 2007 - February 2009
Fidelity Investments June 2004 - May 2007
Skills
Communication Training, Media Relations, Public Relations, Event Management, Strategic Communications, Corporate Communications, Internal Communications, Communications Planning
Education
Suffolk University
Master of Arts (M.A.), Communication
Fidelity Investments November 2006 - Present
Education
Suffolk University 2005 — 2007
MS, Organizational Learning & Development
Fidelity Investments May 2006 - Present
Eastern Connection May 2005 - May 2006
US Airways July 1999 - April 2005
US Airways July 1998 - July 1999
Skills
Process Improvement, Financial Analysis, Analytics
Education
Suffolk University 1994 — 1997
Fidelity Investments January 1998 - Present
Education
University of Massachusetts Boston 1992 — 1995
MBA
Suffolk University 1985 — 1989
BS
Fidelity Investments September 2012 - Present
Fidelity Investments November 2005 - September 2012
State Street Bank March 2005 - November 2005
Putnam Investments 1994 - 2004
Boston Financial Data Services 1990 - 1994
Skills
SDLC, Vendor Management, Business Requirements, Systems Analysis, Agile Methodologies, Visio, Business Analysis
Education
Suffolk University 1994 — 1999
Masters, Business Administration
Suffolk University 1990 — 1994
Bachelors, Accounting
Edison Mission Marketing & Trading September 2011 - January 2012
Talbots September 2010 - April 2011
Partners Community Healthcare, Inc. September 2008 - December 2008
Big Brothers Big Sisters of Massachusetts Bay January 2008 - June 2008
Fidelity Investments October 2006 - May 2007
AstraZeneca Pharmaceuticals August 2005 - September 2005
Art Institute of Philadelphia July 2003 - July 2004
Health Dialog May 2000 - December 2001
Skills
Full-cycle Recruiting, Employee Relations, HRIS, Talent Acquisition, Performance Management, Interviewing, ATS, Onboarding, Employee Benefits, Benefits Administration, Talent Management, Hiring, HR Strategy, HR Policies, Applicant Tracking..., Personnel Management, Contract Recruitment, Human Resources, Management, College Recruiting, Succession Planning, New Hire Orientations, Internet Recruiting, Interviews
Education
Suffolk University
MS, Human Resources
Syracuse University
BFA, Art Photography
Communispace October 2010 - May 2014
Fidelity Investments September 2007 - October 2010
McCracken Financial Software August 2007 - October 2010
The Suffolk Journal September 2004 - December 2007
Sharpshooter Imaging May 2005 - September 2007
Sharpshooter Spectrum Imaging 2005 - 2007
Fox Broadcasting June 2006 - August 2006
State of Massachusetts May 2004 - September 2005
Youth Technical Entrepreneurs 2000 - 2003
Skills
Photoshop, Storytelling, Dreamweaver, HTML, Photography, Public Speaking, Microsoft Office, Interviews, Film, Feature Articles, AP Style, Time Management, Facebook, Social Networking, Blogging, Social Media, Market Research, Data Analysis, Management, Social Media Marketing
Education
Suffolk University 2004 — 2007
BS, Journalism and Communication
Regent's American College London 2006 — 2006
Bachelor of Science (BS), Communication
Wentworth Institute of Technology 2003 — 2004
Computer Science
Fidelity Investments October 2010 - Present
Keane Inc August 2005 - October 2010
Mediacom Communications February 2010 - August 2010
GMAC December 2009 - February 2010
Fidelity Investments 2007 - December 2009
Fidelity Information Services 2006 - 2007
Maine BMV 2004 - 2005
Lucent Technologies/Casacade Communications 1996 - 2000
Multilink 1995 - 1996
Computervision Corporation 1978 - 1994
Skills
ClearQuest, Agile Methodologies
Education
Suffolk University 1970 — 1974
BS, Math
Fidelity Investments March 2010 - Present
Fidelity Investments March 2009 - March 2010
Fidelity Investments October 2005 - March 2009
Fidelity Investments July 2002 - October 2005
Fidelity Investments September 1999 - July 2002
Fidelity Investments August 1998 - September 1999
Digital Equipment Corporation February 1994 - August 1998
Digital Equipment Corporation November 1990 - February 1994
Digital Equipment Corporation July 1988 - November 1990
Digital Equipment Corporation April 1984 - July 1988
Skills
Architecture, Enterprise Architecture, Deployment, Integration, IT Strategy, System Architecture, Server Architecture, Team Leadership, Requirements Analysis, Hardware, IT Management, Solution Architecture, Application Architecture, System Deployment, ITIL, Program Management, Cloud Computing, Windows, Business Analysis, VMware, Virtualization, Strategy, Data Center, Servers, Agile Methodologies, SharePoint, Enterprise Software, Databases, Software Development, Unix, Testing, Security, Linux, Operating Systems, SQL, Perl, Disaster Recovery, Vendor Management, Data Warehousing, Oracle, Java, Storage, Software Project..., Solaris, SOA, Distributed Systems, SDLC, High Availability, Visio, Governance
Education
Suffolk University 1976 — 1980
BS, Human Factors Psychology
Boston Latin High School
High School Diploma
Better Homes and Gardens Real Estate/The Masiello Group June 2015 - Present
Fidelity Investments October 2014 - June 2015
Cummings Properties November 2013 - October 2014
North Andover Dermatology November 2009 - August 2013
Mazer Law Group May 2006 - June 2009
Fidelity Investments October 1984 - October 2003
Skills
Administrative Support, Fax, Data Entry, Telephone Skills, Spreadsheets, Excel, Office Management, Office Administration, PowerPoint, Typing, Outlook, Word, Scheduling, Microsoft Office, Customer Service, Internet Research, Microsoft Excel, Medical Billing, Insurance Verification, Athena Healthcare System, Emdeon Office, Lyte, Legal Documents, Legal Writing, Legal Secretary, Travel Management, Business Travel, Expense Reports, Expense Management, Legal Compliance, Confidentiality, Administrative..., Microsoft Word, Healthcare, Calendars, Administrative...
Education
Suffolk University 1992 — 1998
Bachelor of Arts (BA), Major: English Minor: History, 3.8 Graduated Cum Laude
Suffolk University 1991 — 1998
Bachelor's degree, English and History
J.P. Morgan November 2013 - Present
J.P. Morgan May 2010 - November 2013
United Way of Long Island May 2005 - May 2010
JPMorgan Chase 2003 - 2005
Fidelity Investments November 1998 - September 2003
Constitution Reinsurance May 1996 - October 1998
Skills
Strategic Planning, Team Building, Program Management, Vendor Management, Risk Management, Project Management, Process Improvement, Business Analysis, Banking, Leadership Development, Strategy, Leadership, Management, Change Management, Business Process..., Budgets, Financial Analysis, Account Management, Financial Services, Investments, Non-profits, Nonprofits, Public Speaking, Team Leadership, Training
Education
Suffolk University 1999 — 2001
Master of Science (MS), Adult & Organizational Behavior, Summa Cum Laude
Syracuse University 1992 — 1996
BA, Psychology, Magna Cum Laude
Poly Prep 1988 — 1992
Sentinel Securities, Inc / Sentinel Pension Advisors, Inc. January 2011 - Present
City of Malden January 2007 - Present
Nestor Consulting Services March 2009 - January 2011
Investors Capital Corp. July 2003 - March 2009
Scudder Investments March 2000 - July 2003
New England Financial April 1998 - March 2000
Jeffrson Pilot Securities Corporation April 1997 - April 1998
HJ Meyers & Co. October 1995 - March 1997
Fidelity Investments January 1993 - October 1995
Skills
Process Improvement, Financial Services, Employee Benefits, Retirement Planning, Securities, Public Speaking, Investment Management, Insurance, Retirement, Mutual Funds, Strategic Financial..., Financial Advisory, Contract Negotiation, Compliance, Financial Risk, Risk Management, Series 7
Education
Suffolk University 1986 — 1990
BSBA, Marketing
Wharton CRCP
Health Services Administrators March 2013 - May 2015
Fidelity Investments August 2008 - March 2013
Fidelity Investments December 2005 - August 2008
Fidelity Investments November 2004 - December 2005
Fidelity Investments January 2003 - October 2004
Fidelity Investments July 1998 - January 2003
Fidelity Investments January 1995 - July 1998
Bank of Boston Corporation January 1994 - January 1995
Bank of Boston Corporation September 1989 - January 1994
Shawmut Bank, N.A. May 1987 - September 1989
Skills
Project Management, Data Analysis, Quality Assurance, Financial Analysis, Trading Systems, Operations Management, Requirements Gathering, Agile Methodologies, Software Documentation, Integration, Program Management, Disaster Recovery, Investments, Financial Services, Oracle, Databases, Requirements Analysis, SDLC, Business Analysis, Budgets, Management, Equities, Vendor Management
Education
Suffolk University 1983 — 1987
Bachelor of Science (BS), Accounting and Finance
Fidelity Investments November 2011 - Present
John Hancock Financial Services 2006 - 2011
Fidelity 1999 - 2003
Putnam Investments 1996 - 1999
Education
Syracuse University 1991 — 1995
Suffolk University
Master of Business Administration (MBA)
State Street Global Advisors July 2015 - Present
State Street Global Advisors March 2015 - Present
Pioneer Institutional Asset Management, Inc. November 2013 - March 2015
Pioneer Institutional Asset Management, Inc. October 2012 - October 2013
Pioneer Investments January 2004 - October 2012
Fidelity Investments 1998 - 2001
Testa, Hurwitz & Thibeault, LLP 1995 - 1997
Skills
Mutual Funds, Series 7, Series 63, Relationship Management, Fixed Annuities, Retirement Planning, Retirement, Series 6, Fixed Income, Business Development, Management
Education
Suffolk University 1991 — 1997
MA, Communication / Public Relations
Suffolk University 1985 — 1989
BS, Sociology
BostonCoach-Fidelity Investments April 2013 - July 2013
BostonCoach April 2013 - July 2013
FedEx September 2012 - December 2012
Health & Education Services, Inc September 2007 - July 2010
Castle School, Inc May 2005 - February 2006
Country Club Heights February 2003 - May 2005
HealthSouth New England Rehabilitation Hospital November 2000 - October 2002
Pitney Bowes Management Services July 2000 - November 2000
Fidelity Investments March 1997 - August 1998
Fidelity Investments April 1992 - March 1997
Skills
Training, Healthcare, Leadership, Customer Service, Microsoft Office, Applicant Tracking..., Strategic Planning, Access, Analysis, Employee Relations, System Administration, Talent Acquisition
Education
Bentley College 2000 — 2000
Certificate Human Resources, Human Resources
Suffolk University 1987 — 1991
Bachelor of Science, Business Administration; Finance
Enterprise Iron Financial Industry Solutions, Inc. February 2014 - Present
Fidelity Investments August 2005 - July 2012
Fidelity Investments June 2003 - August 2005
Skills
Six Sigma, Microsoft Excel, 401k, Series 6, Series 63, Relationship Management, Deferred Compensation, Data Analysis, Asset Managment, Retirement Planning, Defined Contribution, Employee Benefits, Benefits Administration, Financial Services, Retirement, Asset Management, Business Analysis, CRM, Mutual Funds, Process Improvement
Education
Suffolk University
BA, English
Morgan Stanley Wealth Management June 2009 - Present
Citigroup/Smith Barney January 2004 - June 2009
Tax and Investment Plans/Raymond James Financial Services March 2002 - December 2003
SearchNet October 1996 - December 1998
Fidelity Investments September 1985 - February 1988
Skills
PowerPoint, Microsoft Excel, Equities, Investments, Financial Analysis, Employee Benefits, Asset Managment, Microsoft Office, Mutual Funds
Education
Suffolk University
B.S., Government
Fidelity Investments November 2006 - Present
Suffolk University May 2005 - December 2008
Web Producer/Enterprise Content Manager July 2001 - May 2005
Education
Emerson College
Bachelor of Fine Arts (B.F.A.), Writing and Publishing
Suffolk University
Master of Science (MS), Adult and Organizational Learning
University of Massachusetts
M.Ed, Counseling Psychology
Fidelity Investments January 2010 - Present
Fidelity Investments March 2008 - January 2010
Fidelity Investments January 2007 - February 2008
Fidelity Investments April 2003 - December 2006
Fidelity Investments January 2002 - August 2003
Fidelity Investments April 2001 - June 2003
Fidelity Investments October 1999 - March 2001
Fidelity Investments August 1996 - September 1999
Fidelity Investments August 1994 - July 1996
Putnam Investments August 1993 - July 1994
Skills
Series 7, Series 24, Business Process..., Financial Services, Program Management, Risk Management, CRM, Mergers & Acquisitions, Strategy, Defined Benefit, Employee Benefits
Education
Suffolk University
Bachelor of Science in Business Administration, Accounting
Fidelity Investments October 2010 - Present
Fidelity Investments / FMRCo. 2009 - October 2010
Fidelity Investments October 2001 - October 2010
Skills
Agile Methodologies, Business Analysis, Financial Services, Process Improvement, Program Management, Project Management, Requirements Analysis, SDLC, Software Development, Software Project..., Vendor Management, Business Process...
Education
Suffolk University
Fidelity Investments July 2014 - Present
Veritude March 2013 - July 2014
Staples July 2012 - March 2013
Randstad February 2012 - July 2012
Fidelity Investments 2000 - October 2011
Fidelity Investments 1999 - 2000
Fidelity Investments 1998 - 1999
Fidelity Investments 1995 - 1998
Fidelity Investments 1987 - 1994
Skills
Sybase, Quality Center, Test Planning, Software Quality..., DB2, User Acceptance Testing, Web Services, Requirements Analysis, Quality Assurance, Databases, SDLC
Education
Suffolk University 1981 — 1985
BSBA
RETIRED January 2012 - Present
Goodwill Industries September 2010 - January 2013
Office of Employment and Training Kentucky December 2009 - September 2010
Blue Harbor Consulting Group 2010 - 2010
Fidelity Investments December 2006 - February 2009
Fidelity Investments August 1999 - December 2006
Fleet Bank January 1992 - August 1999
New England Life 1971 - 1980
Skills
Deferred Compensation, Project Management, Case Managment, Customer Service, Relationship Management, 401k, Interviews, Training, Team Building, Strategic Planning, Program Management, Case Management, CRM, Employee Benefits, Financial Services, Leadership, Management, Process Improvement
Education
Suffolk University 1970 — 1975
BA, Business Administration
Bryant and Stratton Junior College
AA, Computer Programming
Slade Gorton July 2010 - Present
Slade Gorton November 2008 - Present
HAVEN SOLUTIONS GROUP (TECHNOLOGY STARTUP) 2005 - 2008
FIDELITY INVESTMENTS 2004 - 2005
Iron Mountain Digital 2003 - 2004
Fidelity Investments 2001 - 2002
Fidelity Investments 1999 - 2001
Fidelity Investments 1998 - 1999
Fidelity Investments 1996 - 1998
Skills
Strategic Planning, Operations Management, Process Improvement, Project Management, Purchasing, Budgets, Forecasting, SAP, Business Analysis, Business Development, Business Planning, Business Intelligence
Education
Suffolk University 1986 — 1990
Bachelor of Science (BS), Finance
Massachusetts Department of Public Health September 2012 - Present
Mullaly Associates March 2011 - Present
Brown Brothers Harriman July 2011 - November 2011
Fidelity Investments July 2010 - February 2011
Harvard Business School March 2010 - July 2010
Veritude January 2008 - May 2009
Hancock Financial Services October 2007 - December 2007
Investors Bank & Trust September 2006 - July 2007
Investors Bank & Trust January 2006 - September 2006
Harrah's Casino July 2005 - December 2005
Skills
Investments, Bloomberg, Financial Reporting, Essbase, Equities, Accounting, Valuation, Securities, Microsoft Excel, Financial Statements, Credit, Outlook, Access, Financial Modeling
Education
Suffolk University 1996 — 2000
Bachelor of Science in Business Administration, Finance
Fidelity Investments
Skills
Process Improvement, Operations Management, Outsourcing, Leadership, Program Management, Change Management, Team Building, Vendor Management, Business Analysis, Strategic Planning, Financial Services, PowerPoint, Strategy, Business Process..., Risk Management, Project Management, Cross-functional Team...
Education
Suffolk University 2006 — 2007
EMBA, Business
Suffolk University - Sawyer Business School 2006 — 2007
EMBA, Business
Tristar Worldwide Chauffeur Services August 2013 - Present
Eskedal Expressions Photography January 2012 - Present
Commonwealth Worldwide Chauffeured Transportation August 2007 - August 2013
Banc of America Investments June 2006 - July 2007
Fidelity Investments August 2005 - May 2006
Skills
Investments, Retirement, Event Management, Budgets, Event Planning, Microsoft Excel, Outlook, Customer Service, Marketing, Microsoft Office, Corporate Events, Hospitality, Sales, Account Management, Management
Education
New England School of Art and Design at Suffolk University 1996 — 1998
Bachelor of Science (BS), Fine/Studio Arts, General
Suffolk University 1993 — 1998
BS, Art, Philosophy
Rita's Enterprises, Inc August 2014 - Present
Rita's Enterprises, Inc March 2014 - August 2014
Suffolk University January 2013 - May 2014
Rita's Enterprises, Inc June 2013 - February 2014
Fidelity Investments April 2002 - May 2013
Devonshire Investors April 2010 - June 2010
Seaport Hotel 2001 - 2002
Skills
Financial Analysis, Cost Accounting, Strategic Financial..., Process Improvement, Microsoft Office, Budgets, Leadership, Access, Accounting, Analysis, Business Analysis, Customer Service, Finance, Forecasting, Human Resources, Risk Management, Sales, Strategic Planning, Team Building, Management
Education
Suffolk University 2013 — 2014
Master of Science (M.S.), Finance
Suffolk University 2009 — 2011
Master of Business Administration (M.B.A.), Finance
University of Massachusetts Boston 2006 — 2009
Bachelor of Sciences, International Business
Institut Superieur International du Tourism 1997 — 1999
American Hospitality Academy
JAM January 2010 - Present
Fidelity Investments 1993 - 1999
Education
Suffolk University 2005 — 2007
Graduate, Accounting
Sebastians April 2001 - Present
Fidelity Investments 2001 - 2010
Education
Suffolk University
Finance / Strategic Management
University of Massachusetts Boston
International Management
International College of Tourism Morocco
Travel Management
Fidelity Investments Executive AssistantGenCorp Inc.1995 - 2005
Skills
Securities, Mutual Funds, Event Planning, Financial Services
Education
Suffolk University
Paralegal Certificate, Paralegal Studies
Mitchell College 1988 — 1991
AS, Business
Fidelity Investments March 1999 - July 2004
Education
Suffolk University 1976 — 1980
B.S.
Fidelity Investments 2008 - Present
U.S. Navy Reserve 1984 - 2005
Skills
Leadership, Risk Management, Systems Analysis, Business Analysis, Vendor Management, Program Management, Process Improvement, Access, Data Analysis, Business Process..., SDLC, Project Management, Security Clearance, Financial Services, Analysis, Visio, Financial Analysis, Requirements Analysis
Education
Suffolk University
B.S., Biology
Boston Beer Company September 2011 - April 2012
Fidelity Investments October 2008 - August 2010
Skills
Market Research, Marketing Communications, Microsoft Office, Microsoft Excel, Corporate Communications, Accounting, Public Relations, Coordinating Events, Project Coordination, Business Analysis, Organization, Marketing Strategy, Internal Controls
Education
Suffolk University - Sawyer Business School 2010 — 2012
Loyola University
B.A., Psychology
Suffolk University
MBA, Marketing Concentration
Comtronics Corp July 2014 - Present
Hydroid, Inc. March 2014 - June 2014
MSDI October 2011 - January 2014
Abbott Personnel August 2010 - September 2011
The Patriot Ledger 2009 - 2010
Century 21 Hughes and Carey 2005 - 2010
Fidelity Investments August 1988 - June 1995
Skills
Applicant Tracking..., Marketing, Microsoft Office, Human Resources, Talent Acquisition, Executive Search, Recruiting, Proposal Writing, Technical Writing, Office Administration, Interview Skills, QuickBooks, Placement Services, CRM databases, Ormandy Software, Blogging, Event Planning, Sales Management, Microsoft Excel, Customer Service, Salesforce.com, Account Management, Sales, Leadership, Management, Direct Sales, New Business Development
Education
ASL, South Shore Hospital 2012 — 2013
American Sign Language (ASL)
Suffolk University 1987 — 1991
Journalism
Fidelity Investments Audit ManagerJohn Hancock AdvisersAugust 1997 - December 2000
Skills
Process Improvement, Risk Management, Information Technology, Financial Services, Analysis, Microsoft Office, Project Management, Financial Analysis
Education
Suffolk University
BSBA, Accounting
Fidelity Investments February 2014 - Present
BNY Mellon 2010 - January 2014
South Boston Neighborhood House 2007 - 2011
BNY Mellon July 2007 - July 2010
BNY Mellon July 1997 - July 2007
BNY Mellon April 1990 - July 1997
Skills
Asset Management, Alternative Investments, Wealth Management, Business Planning, Asset Managment, Networking, Fixed Income, Mutual Funds, Compensation Structures, Sales Compensation, Pay for Performance, Global Compensation, Sales Operations, Incentive Programs
Education
World at Work, CCP 2011 — 2013
Certified Compensational Professional
University of Massachusetts Lowell 1985 — 1987
Suffolk University
Allianz Global Investors December 2009 - April 2014
BNY Mellon June 2007 - December 2009
Evergreen Investments September 1997 - October 2003
Fidelity Investments 1994 - August 1997
State Street Bank 1992 - 1994
Skills
Financial Reporting, Financial Analysis, Mutual Funds, Tax, Financial Statements, Asset Management, Hedge Funds, Investments, Securities, Accounting, Equities, Alternative Investments
Education
Suffolk University 1989 — 1992
Bachelor of Science (BS), Accounting
Fidelity Capital Markets December 2011 - Present
Fidelity Investments March 2011 - August 2011
BNY Mellon- Private Wealth Management September 2006 - January 2011
Fidelity Investments 2004 - 2006
Fidelity Investments 2000 - 2004
Fidelity Investments 1997 - 2000
Investors Bank & Trust 1996 - 1997
Skills
Analysis, Business Analysis, Business Strategy, Data Analysis, Financial Analysis, Process Improvement, Project Management, Requirements Analysis, Requirements Gathering, Risk Management, SDLC, Strategic Planning, Valuation, Vendor Management
Education
Suffolk University 1992 — 1996
BS/BA, Accounting
Northestern University
MBA
SMA
Fidelity Investments July 2012 - Present
Sovereign Bank June 2011 - May 2012
Produban US April 2010 - June 2011
Suffolk University September 2008 - April 2010
Capital Communications Federal Credit Union May 2007 - August 2007
Skills
Visio, Access, Windows, Visual Basic, Mac OS X, Systems Analysis, Project Coordination
Education
Suffolk University 2008 — 2012
Bachelor of Science, Information Systems and Global Business
Columbia High School 2004 — 2008
Fidelity Investments July 2012 - August 2015
Education
Suffolk University
Bachelor of Business Administration (BBA), Management Information Systems, General
Fidelity Investments April 2011 - Present
Fidelity Investments April 2011 - Present
Metropolitan Boston Real Estate June 2010 - December 2010
UBS September 2009 - May 2010
Smith Companies May 2007 - October 2007
Skills
CFA Level II Candidate..., CAIA Level II Candidate...
Education
Suffolk University 2006 — 2009
Finance
Suffolk UniversityMay 2009
Bachelor of Science, Business Administration; Finance; International Relations
Boston Medical Center - Evans Medical Foundation July 2013 - March 2014
Boston Children's Hospital March 2011 - September 2012
Boston Children's Hospital 1999 - 2011
Boston Children's Hospital 1994 - 1998
Franciscan Hospital for Children 1989 - 1994
Fidelity Investments 1987 - 1988
Education
Suffolk University
Bachelor of Science (B.S.), Business Administration
Healthcare for Hire June 2012 - Present
Fidelity Investments 2009 - 2011
Skills
Applicant Tracking..., Marketing, Recruiting, Time Management, Temporary Placement, Temporary Staffing, Interviews, Sourcing, Talent Acquisition, Human Resources, Screening, Internet Recruiting, Employee Relations, Screening Resumes
Education
MGH School of Nursing
Registered Nursing/Registered Nurse
Suffolk University
Liberal Arts